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Hiring For wealth Manager with a NBFC Ctc Upto 7 lpa

0.00 to 3.00 Years   Mumbai City   19 Jan, 2025
WorkSymphony Private Limited
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 1.5 - 4.5 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    The Role:We are seeking a proactive and client-oriented Relationship Manager to join our dynamic team. Thesuccessful candidate will play a key role in acquiring new clients, understanding their investmentneeds, managing their portfolios, and maintaining long-lasting relationships.Responsibilities: Generate Leads: Actively identify and pursue new client opportunities to expand our mutualfunds distribution business Build Personal Touch: Build and maintain strong relationships with clients through regularcommunication, understanding their investment needs, and providing tailored advice Client Relationship Management: Monitor and manage clients investment portfolios, ensuringthey align with their financial goals and risk tolerance Wealth Management: Offer comprehensive wealth management services across various assetclasses, including mutual funds, equities, bonds, and more

Keyskills :
hni client handlingwealth managementhni acquisitionsalesrelationship managementfunds

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